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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $370,467 | $181,062+104.6% | $158,223+134.1% | $155,188+138.7% |
| Participation rate | 63.6% | 82.7%-19.0pp | 79.2%-15.6pp | 80.8%-17.2pp |
| Annual return | 23.35% | 57.39%-34.0pp | 52.09%-28.7pp | 148.84%-125.5pp |
| Employer contribution / active EE | $1,656 | $4,565-63.7% | $4,109-59.7% | $4,248-61.0% |
| Participant deferral / active EE | $6,792 | $6,134+10.7% | $5,467+24.2% | $6,531+4.0% |
| Admin fee / account holder | $13,331 | $18,825-29.2% | $16,047-16.9% | $14,480-7.9% |